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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1101
NorthRock Partners
Minnesota
$352K -$58.6K -327 -15%
USCWA
1102
U.S. Capital Wealth Advisors
Texas
$352K +$10.4K +58 +3%
KP
1103
Keel Point
Alabama
$351K +$8.07K +45 +3%
MA
1104
MONECO Advisors
Connecticut
$350K +$318K +1,773 New
BJL
1105
Brighton Jones LLC
Washington
$348K +$71.2K +397 +29%
PWMAG
1106
Pinnacle Wealth Management Advisory Group
New Jersey
$348K +$43.9K +245 +16%
GWMI
1107
Guardian Wealth Management (Illinois)
Illinois
$348K -$3.94K -22 -1%
ONGA
1108
O'Neil Global Advisors
California
$346K +$314K +1,752 New
PPC
1109
Park Place Capital
Alabama
$346K -$5.2K -29 -2%
LA
1110
Latitude Advisors
Florida
$345K -$21.9K -122 -7%
PFA
1111
Pathway Financial Advisors
Vermont
$345K – – –
AOI
1112
Auto-Owners Insurance
Michigan
$342K – – –
LGA
1113
Lebenthal Global Advisors
New York
$338K -$667K -3,719 -68%
CG
1114
Clifford Group
Massachusetts
$338K -$2.15K -12 -0.7%
TAM
1115
Townsend Asset Management
North Carolina
$337K – – –
GCM
1116
Gables Capital Management
Florida
$335K – – –
EH
1117
Equitable Holdings
New York
$335K +$17.4K +97 +6%
SPA
1118
Sherbrooke Park Advisers
New York
$335K +$305K +1,700 New
CCT
1119
Capital City Trust
Florida
$335K +$3.05K +17 +1%
BCM
1120
Becker Capital Management
Oregon
$333K +$303K +1,689 New
SAM
1121
Strategy Asset Managers
California
$333K -$24.6K -137 -8%
NB
1122
Northwest Bancshares
Pennsylvania
$332K +$28.5K +159 +10%
CL
1123
Choreo LLC
Illinois
$329K +$299K +1,670 New
CCA
1124
Column Capital Advisors
Indiana
$329K – – –
BWP
1125
BSW Wealth Partners
Colorado
$329K -$896 -5 -0.3%
43 44
45
46 47